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Reviews

Five years ago I didn't know much about investing, but I decided it was time to learn. I've learned alot from the great investment firms and the wisdom I found myself mostly studying was coming from Charles Schwab.

80

2015-04-02T00:00:00+00:00 April 2, 2015

By
Anonymous

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I don't find the Schwab funds all that expensive. Sure they are sometimes more expensive than other companies, but the truth is that there are no account opening fees. This really helps. I wouuld suggest looking at the various investments and then determine how much you want to spend.

100

2015-03-18T00:00:00+00:00 March 18, 2015

By
Anonymous

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With up to 20 asset classes in their portfolios--including stocks, real estate and commodities and then ETFs, they have everything you could possibly want for smart investing that leads to gains most of the time.They truly offer a diversified portfolio experience that has very little in the way of competition.

100

2015-02-26T00:00:00+00:00 February 26, 2015

By
Anonymous

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Five years ago I didn't know much about investing, but I decided it was time I found out. I started studying wisdom from the great investment companies and the wisdom I found myself mostly studying was coming from Charles Schwab. They are most definitely leaders in the investment field for individuals. I have no doubt they'll continue to offer excellent service for years to come. I learnd so much from them that I am now a pretty good investor.

100

2015-02-19T00:00:00+00:00 February 19, 2015

By
Anonymous

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Wow! I just put a chunk of money into Schwab after wanting to invest money that I got from my mom's estate. I was a little worried about losing all of the money that my mom took so many years to save, but the lady I talked to when I called customer service walked me through my various options and directed me towards the safest route. Really like this experience so far!

100

2015-02-10T00:00:00+00:00 February 10, 2015

By
Anonymous

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I'd always seen on their website that they offered 24/7 support, but figured that was a marketing ploy. It's not. It was 3 am and I was traveling and couldn't sleep so I decided to take a look at my investments and had a question. I made the call and what do you know, someone answered. She sounded awake and she knew what she was talking about.

80

2015-01-23T00:00:00+00:00 January 23, 2015

By
Anonymous

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The intelligent portfolios they use here are especially effective at helping you to get a good grasp on your investments as well as come to a more complete understanding. This system develops and balances your portfolio as necessary in an automated way. You still have a lot to do with it, but they bring in their expertise.

100

2015-01-06T00:00:00+00:00 January 6, 2015

By
Anonymous

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I'm honestly never disappointed when it comes to Charles Schwab. They know that they're talking about if I ever have to make a call, which isn't that often nowadays, but good to know that they will answer the phone with a smile and a good bit of know-how. The access to trade platforms, which is free and the no minimums on trades makes the experience even better.

80

2015-01-02T00:00:00+00:00 January 2, 2015

By
Anonymous

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Though I've known about Charles Schwab for decades, it was only just recently that I began to use them. For some reason, I had been led to believe that they have substantially higher fees than other brokerage houses. They are higher than some, but not all. For your money, Schwab gives you quite a bargain.

60

2014-12-17T00:00:00+00:00 December 17, 2014

By
Anonymous

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I do have to say that this company is well run and their funds seem to be ultra stable. They also seem to know what they're talking about when it comes to your investments. What I'm not too excited about is the fact that their fees seem to be higher than TD Ameritrade. Maybe it's just me, but I feel like I always end up paying more at Schwab. Other than that I'm very happy.

100

2014-11-19T00:00:00+00:00 November 19, 2014

By
Anonymous

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The minimum investment to open an account is only $1000 with Schwab, which I think make it totally accessible to most people. I've heard of huge minimums from some investment companies, so I was happy to pay the $1000 and get moving on saving and investing.

100

2014-11-19T00:00:00+00:00 November 19, 2014

By
Anonymous

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If I had to describe Schwab with three words, it would be calculated, steady and reliable. They aren't always flashy and they sometimes have a little higher than average costs, but they are definitely reliable in their offerings and in their returns. You really can't go wrong by them. I would recommend them highly.

80

2014-10-22T00:00:00+00:00 October 22, 2014

By
Anonymous

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I'd give this company five stars, except for the fact that their fees are a tad higher than some places. It's not a lot, but it does add up. Other than that I am totally impressed with them. The wisdom you'll find on the other end of the line when you call for help is unbelievable. You can also get a great deal from their website. I continue to use them more and more.

100

2014-10-15T00:00:00+00:00 October 15, 2014

By
Anonymous

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You really can't go wrong by going with Charles Schwab. I can say this in confidence, because over the years they have displayed consistent reliability and investment advice that leads the crowd. If someone were to come to me to ask the best company to go to, I would always say to go to them. Hands down the best!

100

2014-10-10T00:00:00+00:00 October 10, 2014

By
Anonymous

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Research is the name of the game when it comes to successful investing, and Schwab has excellent research! Their research is not only extensive, it's award-winning.They keep you well informed and totally current so that you can make the best decisions possible regarding your money.

100

2014-10-09T00:00:00+00:00 October 9, 2014

By
Anonymous

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Feeling really good today after looking at my quarterly reports on my investments. I have to say that information that Schwab has provided and I have used to make investments has steered me in the right direction. I'm seeing a big increase in my investments. I know that the market is better, of course, but it all starts with getting the right information.

100

2014-10-08T00:00:00+00:00 October 8, 2014

By
Anonymous

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Schwab has lower costs on some trades than some of their competitors, so that got me interested in them, since they are such an icon in the investment world. I've been really impressed with their customer service, their fees and their products. Overall, really happy with choosing them as my online investing company.

100

2014-10-02T00:00:00+00:00 October 2, 2014

By
Anonymous

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I've always had the dream of investingm but I was truly terrified to do it. When I turned 50 this year, I thought, it's now or never! So far the experience has been phenomenal! The people there have helped me out so many times, and I've even started to see my investments grow. Really happy I decided to branch out.

100

2014-09-25T00:00:00+00:00 September 25, 2014

By
Anonymous

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This place is great because it appeals to a wide variety of investors at varying investment levels. They can help everyone from newbie investors to those investors who are advanced. I am middle of the road when it comes to investing. I've been doing it for about fifteen years and think that I am slowly getting better and better. Charles Schwab is one of the reasons I'm getting better.

100

2014-09-20T00:00:00+00:00 September 20, 2014

By
Anonymous

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I like how reliable Schwab is, which has kept me a client for many years. The good news is, though, that in recent years they've also become really savvy when it comes to their website and interfacing with clients and their portfolios. Now I'm really glad that I've stuck around with them, because I think they are at the top of the investment company heap!

80

2014-09-03T00:00:00+00:00 September 3, 2014

By
Anonymous

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Really pleased with the investment counselors they have on hand at this company. I'm fairly new to investing, so my questions come up quite regularly, and I can always count on someone there to answer the questions with good and patient attitude.They dont' expect you to know everything, and that is refreshing.

100

2014-08-28T00:00:00+00:00 August 28, 2014

By
Anonymous

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Schwab is just an overall great company! They have superior customer service and equally superior products. Their reports are always clear and easy to read, which is saying something when you've seen some of the reports from competitors! I have no desire to go anywhere else.

100

2014-08-27T00:00:00+00:00 August 27, 2014

By
Anonymous

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When it comes to investing, you want the best customer service possible. That's why though I've thought about going to a few other investment companies over the years, I always stay. I get what I want when I talk to customer service, and what I want is usually an explanation of some sort. They always answer my questions and explain.

80

2014-08-21T00:00:00+00:00 August 21, 2014

By
Anonymous

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Schwab makes it a point to say that sophisticated investing used to be reserved for investors with the big bucks but now the average person can do it, too. And I have to say that they stand by that statement. They provide a ton of great investing advice on their website and follow it up with superb customer service. I know I feel really empowered when using them.

100

2014-08-15T00:00:00+00:00 August 15, 2014

By
Anonymous

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When I started investing several years ago, I have to admit that I knew very little about what I was doing. I decided to forge ahead anyway, because that's what I do. Rather than get confused and give up I get knowledge and figure things out, asking experts when necessary. I'm always able to ask the exerts at Schwab.

80

2014-08-14T00:00:00+00:00 August 14, 2014

By
Anonymous

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This place offers an ultra-broad range of investment options from world-class investment specialists, so you would have a hard time steering wrong with this company. I would suggest calling them whenever you have a question. The customer service people are pros and will treat any and all questions with the utmost respect.

80

2014-08-09T00:00:00+00:00 August 9, 2014

By
Anonymous

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Until I started a brokerage account with Charles Schwab, I did all of my own research whenever I traded. Then I came and discovered all of the great research they provide and I knew that I'd found the right brokerage house for me! They have everything at the tip of your fingers, from Morningstar to Schwab Equity Ratings.

80

2014-08-07T00:00:00+00:00 August 7, 2014

By
Anonymous

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Really like how Schwab makes tax loss harvesting a priority! This is so important for me every year, and every year I can count on Schwab to identify the areas where I need some tax loss harvesting help. Other companies I've used over the years never even mentioned itt.

80

2014-08-05T00:00:00+00:00 August 5, 2014

By
Anonymous

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I use the desktop platform, which is known as StreetSmart Edge. There is also a web-based one. StreetSmart is a great program that requires a little study before you get the hang of it, but once you do, watch out. You can customize it as you see fit. I really like the watch lists, which you can customize as you want. It is really well organized overall

80

2014-07-28T00:00:00+00:00 July 28, 2014

By
Anonymous

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The fees at Schwab are not much different than the other major brokers, so I've found that is not a problem for me. I say this, because I had heard that maybe their fees were more. I have found that their research is really good, and this makes investing so much more productive and successful. So even if the fees were a little higher here, the great research would be worth it.

80

2014-07-25T00:00:00+00:00 July 25, 2014

By
Anonymous

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I was with Schwab years ago but got kind of turned off when I didn't get the greatest in customer service. I was told by a good friend recently that she had wonderful service, so I figured I'd give them another try. I opened up an account and have been blown away by the support and the breadth of knowledge that can be found at this company. I'm going to be transferring a lot of my accounts to them.

80

2014-07-19T00:00:00+00:00 July 19, 2014

By
Anonymous

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When I first started investing, I did so into a black hole, or I would look around and see what retail establishments seemed really busy. What a mistake! If you invest for awhile you realize that the only way to truly do a good job at investing most of the time is to check out current, accurate research. That's what you get at Charles Scwab.

100

2014-07-18T00:00:00+00:00 July 18, 2014

By
Anonymous

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I have been with this company for many years, and I hope to be with them for another many years. I have reaped the rewards of their excellent advice and wisdom when it comes to investing. My accounts through them have done better overall than the other companies I've tried. I know that is definitely saying something about their investment expertise.

I have had Schwab for 15+ years, their cyber trading tool StreetSmart Pro is fast and easy to use, I've yet to completely migrate to their Edge program because of my charts were setup the way I like them SSPro. I have had few friends and family employed their analyst to manage their portfolios and these accounts generally yields 15-20% return year after year...

Throughout the year I've also tried TDAmeritrade which I think has a faster and more user-friendly cloud platform, but overall I really treat Schwab as ...my default investment account because I know they are reliable and offers discounted ATM fees when you have a banking relationship under your investment account. MoreLess

100

2014-07-08T00:00:00+00:00 July 8, 2014

By
Anonymous

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Charles Schwab is a truly topnotch company that always seems to go the extra mile. My favorite part about them is that their research is truly impeccable. Out of all the trading companies I've tried, theyare at the head of the class in this department. Of course, anyone who has been trading for more than two seconds knows that the research is the key to good investing.

I had this company for awhile. While it has financially steady and viable investment options and I felt secure about my money being there, I had trouble with the customer service. I felt like they were talking another language whenever I called. Their fees are also higher than other companies, so I eventually took my business elsewhere. Although I would consider going back and taking another look.

80

2014-07-01T00:00:00+00:00 July 1, 2014

By
Anonymous

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The phone and live chat support with Charles Schwab are at the top of the charts! I don't call oftten, but when I do, I want good answers quickly, and I can depend on them to provide just that. Just recently a call to them made the difference in the type of stock I chose. So far so good with what I ended up choosing after a phone call to them.

100

2014-06-18T00:00:00+00:00 June 18, 2014

By
Anonymous

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When you ask a question and seek advice from Schwab, you're not going to just get a canned answer from one person. You'll have the benefit of getting a variety of different viewpoints in the form of educational matierals and explanations that allow you to make the best decisions possible when it comes to your investment money.

80

2014-06-04T00:00:00+00:00 June 4, 2014

By
Anonymous

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I've bounced around to a few investment sites over the last few years. Sometimes because of an employer having a 401K elsewhere and sometimes because I thought bigger and better was somewhere else. When I look objectively at Charles Schwab I can honest tell you that they have a really balanced offering, and in the world of investments that matters the most,.

I've worked with Charles Schwab for over 10 years. Their trading fees have come down a lot since I began with them and have always been competitive. The reason I have stuck around so long is because their service has remained very strong.
Schwab offers access to just about every product a private investor could want - options, futures, currencies, international equities, etc. I've never had an issue transferring any
Schwab has some excellent online tools for evaluating investments as well as analysts opinions. There is ...no additional cost for using them.
Best of all their call center is staffed with investment professionals that can assist around the clock with advice and support. It's an easy 800# away. MoreLess

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